Purchases and Sales Made in Q4 2023 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q4 2023. The information is specifically focused on institutions that hold shares of COSTCO WHOLESALE CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
73+ 2.66% |
$39.6K - $49.7K
|
2.82K
$2.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
73+ 10.6% |
$39.6K - $49.7K
|
762
$714K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
73+ 2.25% |
$39.6K - $49.7K
|
3.32K
$3.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
71+ 4.41% |
$38.6K - $48.4K
|
1.68K
$1.57M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
71+ 3.79% |
$38.6K - $48.4K
|
1.94K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
71+ 14.82% |
$38.6K - $48.4K
|
550
$515K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
70+ 10.17% |
$38K - $47.7K
|
758
$710K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
70+ 12.8% |
$38K - $47.7K
|
617
$578K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
70+ 1.32% |
$38K - $47.7K
|
5.36K
$5.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
69+ 16.87% |
$37.5K - $47K
|
478
$448K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
69+ 3.21% |
$37.5K - $47K
|
2.22K
$2.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
69+ 4.73% |
$37.5K - $47K
|
1.53K
$1.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
69+ 2.25% |
$37.5K - $47K
|
3.13K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
69+ 3.97% |
$37.5K - $47K
|
1.81K
$1.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
68+ 10.97% |
$36.9K - $46.3K
|
688
$645K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
68+ 12.88% |
$36.9K - $46.3K
|
596
$558K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
67+ 1.49% |
$36.4K - $45.6K
|
4.57K
$4.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
67+ 18.01% |
$36.4K - $45.6K
|
439
$411K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
67+ 0.88% |
$36.4K - $45.6K
|
7.71K
$7.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
67+ 2.07% |
$36.4K - $45.6K
|
3.3K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
66+ 19.13% |
$35.8K - $45K
|
411
$385K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
65+ 1.29% |
$35.3K - $44.3K
|
5.11K
$4.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
65+ 6.83% |
$35.3K - $44.3K
|
1.02K
$952K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
65+ 0.83% |
$35.3K - $44.3K
|
7.9K
$7.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
65+ 2.57% |
$35.3K - $44.3K
|
2.6K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
65+ 8.9% |
$35.3K - $44.3K
|
795
$745K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
64+ 6.01% |
$34.8K - $43.6K
|
1.13K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
64+ 5.25% |
$34.8K - $43.6K
|
1.28K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
64+ 0.19% |
$34.8K - $43.6K
|
34.6K
$32.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
63+ 12.21% |
$34.2K - $42.9K
|
579
$542K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
63+ 1.4% |
$34.2K - $42.9K
|
4.55K
$4.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
63+ 0.25% |
$34.2K - $42.9K
|
25.2K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
63+ 3.83% |
$34.2K - $42.9K
|
1.71K
$1.6M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
63+ 3.73% |
$34.2K - $42.9K
|
1.75K
$1.64M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
62+ 8.2% |
$33.7K - $42.2K
|
818
$766K
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
62+ 5.86% |
$33.7K - $42.2K
|
1.12K
$1.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
62+ 0.95% |
$33.7K - $42.2K
|
6.62K
$6.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
61+ 6.68% |
$33.1K - $41.6K
|
974
$913K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
61+ 8.41% |
$33.1K - $41.6K
|
786
$736K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
60+ 10.97% |
$32.6K - $40.9K
|
607
$569K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
60+ 5.85% |
$32.6K - $40.9K
|
1.09K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
59+ 4.77% |
$32K - $40.2K
|
1.3K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
59+ 4.23% |
$32K - $40.2K
|
1.46K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
59+ 2.64% |
$32K - $40.2K
|
2.29K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
59+ 3.39% |
$32K - $40.2K
|
1.8K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
59+ 1.03% |
$32K - $40.2K
|
5.76K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
59+ 8.38% |
$32K - $40.2K
|
763
$715K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
59+ 1.76% |
$32K - $40.2K
|
3.42K
$3.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
58+ 13.91% |
$31.5K - $39.5K
|
475
$445K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
58+ 1.05% |
$31.5K - $39.5K
|
5.57K
$5.22M
|